4 episodes

The Augmented Advisor podcast, presented by Blueleaf, is a weekly show hosted by Mike Langford and John Prendergast.


The show is designed to help independent financial advisors, RIAs, and broker-dealers discover opportunities to make their businesses more efficient, effective, and profitable while better serving their clients in the process.


Each week some of today's brightest minds in finance, technology, marketing, and the wider world of business will join John and Mike for an exploration of new ideas that we think you will find interesting and useful in your business.

The Augmented Advisor Blueleaf

    • Business
    • 5.0 • 3 Ratings

The Augmented Advisor podcast, presented by Blueleaf, is a weekly show hosted by Mike Langford and John Prendergast.


The show is designed to help independent financial advisors, RIAs, and broker-dealers discover opportunities to make their businesses more efficient, effective, and profitable while better serving their clients in the process.


Each week some of today's brightest minds in finance, technology, marketing, and the wider world of business will join John and Mike for an exploration of new ideas that we think you will find interesting and useful in your business.

    The Future of Financial Advice: More like Netflix or a Vending Machine?

    The Future of Financial Advice: More like Netflix or a Vending Machine?

    Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities.

    • 53 min
    How Financial Advisors Can Explain Cryptocurrency and Blockchain to Their Clients

    How Financial Advisors Can Explain Cryptocurrency and Blockchain to Their Clients

    Chances are your clients have asked you what you think about Bitcoin, Ethereum, NFTs, or the blockchain at one point in the past few years. And if they haven't... they will soon.


    In this episode of the podcast, Ambre Soubiran, CEO of Kaiko and one of the world's leading authorities on cryptocurrency markets joins Mike Langford and John Prendergast for a deep dive on crypto and the blockchain. They'll talk about what these things mean and how to explain it so you'll sound like the smartest person in the room.

    • 57 min
    How to Design and Build a Fully Remote Financial Advisory Business

    How to Design and Build a Fully Remote Financial Advisory Business

    The remote work and work-from-home trends seem to be here to stay. But, for many financial advisors, the shift happened abruptly with the COVID-19 pandemic and resulted in a crazy mess of thrown-together solutions.


    Jason Park of Margo Park Financial, however, designed his business to operate in a fully remote fashion from day one. And that, as they say... has made all the difference.

    • 1 hr 4 min
    Introducing Blueleaf and The Augmented Advisor

    Introducing Blueleaf and The Augmented Advisor

    John Prendergast, CEO of Blueleaf, and Mike Langford sit down to share the origin story of how (and why) John founded Blueleaf and explore the concept of The Augmented Advisor.

    • 32 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

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